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Disclosery

AOM ISHARES TR

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CORE 40 MODE ETF (fund)

286 managers (286 13F filers) reported a position in AOM shares at 2025-12-31, 13,577,332 shares in all. 33 filers opened a position and 20 filers sold out during the quarter.

Managers
286
13F filers
286
New
33
Added
128
Reduced
78
Sold out
20
Shares held by filers
13,577,332

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q4 2025

Filers in the available 13F reports with a share position at 2025-12-31, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
BlackRock, Inc.in group BlackRock, Inc.2,920,823$139M<0.01%+32,78713F-HRTimelineGroup
LPL Financial LLC1,272,723$60.7M0.02%+186,02413F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY856,486$40.9M<0.01%+491,08813F-HR/ATimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN545,000$26M0.01%+286,60713F-HRTimelineGroup
Foundations Investment Advisors, LLC531,618$25.4M0.33%+23,93813F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC440,592$21M0.01%+360,38513F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC368,686$17.6M<0.01%+86,61013F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA322,490$15.4M<0.01%+36,29813F-HRTimelineGroup
Weitzel Financial Services, Inc.301,264$14.4M5.58%+12,48813F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/293,025$14M<0.01%+59,90413F-HRTimelineGroup
HUB Investment Partners, LLC281,500$13.4M0.37%+2,53213F-HRTimeline
AJ Advisors, LLC269,096$12.8M4.74%new13F-HRTimeline
Cetera Investment Advisers218,395$10.4M0.01%+21,91013F-HRTimeline
Weaver Consulting Group174,178$8.31M2.03%+12,91213F-HRTimeline
Investment Advisory Group, LLC145,203$6.93M1.78%+4,56913F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC145,030$6.92M0.01%-8513F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.143,133$6.83M0.01%-67,16813F-HRTimelineGroup
LODESTAR PRIVATE ASSET MANAGEMENT LLC142,244$6.79M0.68%+7,05113F-HRTimeline
Cambridge Investment Research Advisors,…118,502$5.66M0.01%-52,04713F-HRTimeline
Royal Fund Management, LLC113,987$5.44M0.5%+70,69513F-HRTimeline
Focus Financial Network, Inc.99,010$4.73M0.16%+2,41513F-HRTimeline
Western Wealth Management, LLC93,451$4.46M0.21%new13F-HRTimeline
Consilium Wealth Advisory, LLC92,207$4.4M1.62%-1,45613F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…90,743$4.37M0.01%-1,17413F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP90,678$4.33M0.01%+72913F-HRTimelineGroup
Waverly Advisors, LLC83,485$3.98M0.03%+5,01613F-HRTimeline
SEEDS INVESTOR LLC79,861$3.81M0.73%-11,84313F-HRTimeline
HANOVER ADVISORS INC78,751$3.76M1.46%-46,99213F-HRTimeline
Ellenbecker Investment Group78,592$3.75M0.52%+22,10913F-HRTimeline
Onyx Bridge Wealth Group LLC78,096$3.73M0.4%+68113F-HRTimeline
Focus Partners Wealthin group Focus Partners Wealth77,739$3.71M<0.01%-44413F-HRTimelineGroup
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…77,730$3.71M0.14%+73,46813F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC75,304$3.59M<0.01%+2,15613F-HRTimelineGroup
Taylor Financial Group, Inc.74,512$3.56M2.09%-80513F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management72,240$3.45M0.04%+16613F-HRTimelineGroup
Mutual Advisors, LLC67,597$3.23M0.07%-65213F-HRTimeline
VVR Holdings LLC64,935$3.1M1.61%13F-HRTimeline
KilterHowling LLC62,237$2.97M1.51%new13F-HRTimeline
Private Advisor Group, LLC56,576$2.7M0.01%+3,86113F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC51,664$2.47M0.01%+5,29713F-HRTimelineGroup
TRUE Private Wealth Advisors50,405$2.41M0.24%-1,87913F-HRTimeline
JIM SAULNIER & ASSOCIATES, LLC47,767$2.28M1.18%+14,18013F-HRTimeline
Enclave Advisors LLC47,345$2.26M0.32%-62613F-HRTimeline
ASPIRIANT, LLC45,218$2.16M0.06%013F-HRTimeline
Beacon Financial Advisory LLC43,727$2.09M0.48%+14013F-HRTimeline
Manske Wealth Management42,511$2.03M0.6%-15013F-HRTimeline
Patton Albertson Miller Group, LLC42,241$2.02M0.24%-3,28813F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP39,868$1.9M<0.01%+7,62813F-HRTimelineGroup
UBS Group AGin group UBS Group AG33,399$1.59M<0.01%-2,58213F-HRTimelineGroup
Legacy Wealth Partners, LLC33,320$1.59M0.41%13F-HRTimeline
MILESTONE ASSET MANAGEMENT, LLC32,135$1.53M0.29%-50013F-HRTimeline
LifePlan Financial, LLC31,999$1.53M1.17%-79213F-HRTimeline
Prosperity Consulting Group, LLC27,986$1.34M0.06%-21113F-HRTimeline
INSIGNEO ADVISORY SERVICES, LLC27,895$1.33M0.1%+1513F-HRTimeline
One Capital Management, LLC26,986$1.29M0.04%+2,76913F-HRTimeline
Gallacher Capital Management LLC26,734$1.28M0.49%+1,40313F-HRTimeline
BlueStem Wealth Partners, LLC26,127$1.25M0.14%-1,16813F-HRTimeline
American Trust25,565$1.22M0.1%-73,13313F-HRTimeline
HARBOUR INVESTMENTS, INC.25,510$1.22M0.02%+2,69113F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC24,702$1.18M0.03%+7,22613F-HRTimeline
RDA Financial Network24,670$1.18M0.28%-74513F-HRTimeline
NewEdge Advisors, LLC24,243$1.16M<0.01%+2,40713F-HRTimeline
J.W. COLE ADVISORS, INC.27,858$1.11M0.03%+3,20213F-HRTimeline
KMG FIDUCIARY PARTNERS, LLC23,096$1.1M0.08%+37613F-HRTimeline
WEDBUSH SECURITIES INC23,000$1.1M0.03%new13F-HRTimeline
Fort Henry Capital, LLC22,557$1.08M0.66%+44013F-HRTimeline
Sovereign Financial Group, Inc.22,148$1.06M0.19%+1,22613F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP22,136$1.06M<0.01%+2,27913F-HRTimelineGroup
Rothschild Wealth LLC22,010$1.05M0.1%+1,31813F-HR/ATimeline
Godshalk Welsh Capital Management, Inc.21,799$1.04M0.59%+3,97213F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/21,621$1.03M<0.01%+1,36313F-HRTimelineGroup
Avior Wealth Management, LLC21,224$1.01M0.03%+57213F-HRTimeline
High Net Worth Advisory Group LLC21,200$1.01M0.23%new13F-HRTimeline
Global Financial Private Client, LLC20,973$1M0.35%+23613F-HRTimeline
EIGHT 31 FINANCIAL, LLC20,886$997K0.55%-42313F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC20,606$984K0.02%+2,49313F-HR/ATimeline
GTS SECURITIES LLC20,538$980K0.03%+15,80913F-HRTimeline
RITHOLTZ WEALTH MANAGEMENT20,513$979K0.02%+88413F-HRTimeline
Thrive Capital Management, LLC20,390$973K0.22%-4,85313F-HRTimeline
DENVER WEALTH MANAGEMENT, INC.19,848$947K0.34%+4,42013F-HRTimeline
HighTower Advisors, LLC19,610$936K<0.01%+67713F-HRTimeline
World Investment Advisors19,025$908K0.01%+64113F-HR/ATimeline
MML INVESTORS SERVICES, LLC18,939$904K<0.01%-1,15013F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO18,808$898K<0.01%-25,03913F-HRTimelineGroup
Janney Montgomery Scott LLC18,257$871K<0.01%+13,76213F-HRTimeline
BEACON INVESTMENT ADVISORY SERVICES, IN…17,856$852K0.03%+3013F-HR/ATimeline
MARINO, STRAM & ASSOCIATES LLC17,674$844K0.15%+15313F-HRTimeline
Integrated Wealth Concepts LLC16,949$809K0.01%+12013F-HRTimeline
Legacy Financial Group LLC16,692$808K0.1%+48013F-HRTimeline
Northstar Group, Inc.16,650$795K0.11%-30013F-HRTimeline
Steward Partners Investment Advisory, L…16,017$764K<0.01%+1,24513F-HRTimeline
AlTi Global, Inc.in group AlTi Global, Inc.15,195$725K0.02%-1,90713F-HRTimelineGroup
LAUREL OAK WEALTH MANAGEMENT, LLC14,879$710K0.12%13F-HRTimeline
UNIQUE WEALTH, LLC14,730$703K0.1%+55113F-HRTimeline
MAI Capital Management14,701$702K<0.01%-8113F-HRTimeline
Mesirow Financial Investment Management…14,671$700K0.01%-23413F-HRTimeline
Sigma Planning Corp14,441$689K0.02%+1,11613F-HRTimeline
SteelPeak Wealth, LLC14,391$687K0.02%-71613F-HRTimeline
MONEY CONCEPTS CAPITAL CORP14,247$680K0.04%+1,42913F-HRTimeline
THURSTON, SPRINGER, MILLER, HERD & TITA…14,231$679K0.24%+10,63113F-HRTimeline
Mariner, LLCin group Mariner, LLC14,193$677K<0.01%-35213F-HRTimelineGroup
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…13,836$660K0.01%+71313F-HRTimelineGroup
Hopwood Nicholas Hunter13,777$658K0.21%13F-HRTimeline
Advisory Services Network, LLC13,690$653K0.01%+5,91913F-HRTimeline
GILPIN WEALTH MANAGEMENT, LLC13,303$635K0.5%13F-HRTimeline
AE Wealth Management LLC13,191$630K<0.01%-13,25813F-HRTimeline
Summit Wealth Partners, LLC12,962$619K0.11%+53413F-HRTimeline
Armstrong, Fleming & Moore, Inc12,042$575K0.27%013F-HRTimeline
Visionary Wealth Advisors11,704$559K0.03%+1,38113F-HRTimeline
Integrity Financial Corp /WA11,394$544K0.28%-3113F-HRTimeline
Ausdal Financial Partners, Inc.11,337$541K0.03%+1,34013F-HRTimeline
Wealth Forward, LLC11,223$536K0.3%+2,25813F-HRTimeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.11,060$528K0.01%+113F-HRTimelineGroup
Clear Creek Financial Management, LLC11,012$526K0.04%-1,91113F-HRTimeline
BridgePort Financial Solutions, LLC10,915$521K0.14%-54613F-HRTimeline
Redhawk Wealth Advisors, Inc.10,844$518K0.06%+6,50313F-HRTimeline
Waterloo Capital, L.P.10,800$515K0.04%-28613F-HRTimeline
Mosley Wealth Management10,708$510K0.23%13F-HRTimeline
MPS Loria Financial Planners, LLC10,550$504K0.13%+59613F-HRTimeline
INVESTMENT PARTNERS, LTD.10,541$503K0.18%+16213F-HRTimeline
Dentgroup LLC10,310$492K0.34%013F-HRTimeline
CENTRAL TRUST Co10,229$488K0.01%+1,07413F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…9,755$466K<0.01%+78813F-HRTimelineGroup
Federation des caisses Desjardins du Qu…9,751$465K<0.01%+1,09513F-HRTimeline
Plan Group Financial, LLC9,598$458K0.12%-2,53313F-HRTimeline
GWN SECURITIES INC.9,568$457K0.09%+43813F-HRTimeline
CENTAURUS FINANCIAL, INC.9,552$456K0.02%+70513F-HRTimeline
Ascent Group, LLCin group Ascent Group, LLC9,533$455K0.02%013F-HRTimelineGroup
OPPENHEIMER ASSET MANAGEMENT INC.in group OPPENHEIMER ASSET MANAGEMENT …9,466$452K0.01%new13F-HRTimelineGroup
Moss Adams Wealth Advisors LLC9,300$444K0.03%+5013F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.9,135$436K0.02%-20013F-HRTimelineGroup
Heirloom Wealth Management9,094$434K0.1%+8513F-HRTimeline
Syverson Strege & Co8,928$426K0.1%+2,17913F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …8,834$422K0.01%+3,92313F-HRTimelineGroup
Capital Asset Managemnet, LLC8,775$419K0.46%13F-HRTimeline
RTD Financial Advisors, Inc.8,753$418K0.05%-3013F-HRTimeline
Strategic Blueprint, LLC8,751$418K0.02%new13F-HRTimeline
Paragon Advisors, LLC8,751$418K0.11%new13F-HRTimeline
OneDigital Investment Advisors LLC8,651$413K<0.01%-8813F-HRTimeline
Tempus Wealth Planning, LLC8,640$412K0.09%+56413F-HRTimeline
Fort Point Capital Partners LLC8,515$412K0.05%-77113F-HRTimeline
First Heartland Consultants, Inc.8,588$410K0.03%-5313F-HRTimeline
CAPTRUST FINANCIAL ADVISORS8,477$405K<0.01%-1,15913F-HRTimeline
Kastel Capital Advisors, LLC8,440$403K0.25%13F-HRTimeline
Premier Private Wealth Management LLC8,241$399K0.41%13F-HRTimeline
SimpliFi, Inc.8,299$396K0.17%-1313F-HRTimeline
GeoWealth Management, LLC8,231$393K0.01%-6313F-HRTimeline
Bay Harbor Wealth Management, LLC8,092$386K0.1%+20113F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC8,005$381K<0.01%013F-HRTimelineGroup
IHT Wealth Management, LLC7,944$379K0.01%+413F-HRTimeline
CFO4Life Group, LLC7,935$379K0.05%013F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC7,824$373K<0.01%new13F-HRTimelineGroup
CWM, LLCin group CWM, LLC7,808$373K<0.01%+3,10113F-HRTimelineGroup
Gladstone Institutional Advisory LLC7,772$371K0.01%-18513F-HRTimeline
Bright Futures Wealth Management, LLC.7,662$366K0.27%+2213F-HRTimeline
Creative Planningin group Creative Planning7,584$362K<0.01%-6313F-HRTimelineGroup
Maxele Advisors, LLC7,416$354K0.29%+52013F-HRTimeline
RFG Advisory, LLC7,391$353K0.01%-4,41913F-HRTimeline
Efficient Advisors, LLC7,321$349K0.02%-29013F-HR/ATimeline
Worth Financial Advisory Group, LLC7,310$349K0.17%new13F-HRTimeline
Westmount Partners, LLC7,080$338K0.08%+15013F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC7,028$335K<0.01%013F-HRTimelineGroup
Xena Financial Planning, LLC6,960$332K0.39%13F-HRTimeline
Austin Private Wealth, LLC6,955$332K0.02%013F-HRTimeline
SAGESPRING WEALTH PARTNERS, LLC6,850$327K0.01%+23213F-HRTimeline
National Wealth Management Group, LLC6,805$325K0.11%-10913F-HRTimeline
Archford Capital Strategies, LLC6,804$325K0.04%-14913F-HRTimeline
Smith Partners Wealth Management, LLC6,661$318K0.29%13F-HRTimeline
Arax Advisory Partners6,643$317K0.01%new13F-HRTimeline
Leading Edge Financial Planning LLC6,597$315K0.07%-24313F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/6,470$309K<0.01%+23813F-HRTimelineGroup
Claro Advisors Inc.6,450$308K0.04%+5013F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.6,339$303K<0.01%-71813F-HRTimelineGroup
MISSION WEALTH MANAGEMENT, LP6,084$290K0.01%-1,08713F-HRTimeline
POTENTIA WEALTH6,037$288K0.11%new13F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…6,029$288K<0.01%+1013F-HR/ATimelineGroup
MKD WEALTH COACHES, LLC6,013$287K0.29%+3713F-HRTimeline
CGN Advisors LLC5,847$279K0.02%+18413F-HRTimeline
Aprio Wealth Management, LLC5,700$272K0.02%013F-HRTimeline
Empirical Asset Management, LLC5,677$271K0.08%+9313F-HRTimeline
PRIVATE CLIENT SERVICES, LLC5,508$263K0.08%-20213F-HRTimeline
NOMURA ASSET MANAGEMENT CO LTDin group NOMURA ASSET MANAGEMENT CO LTD5,500$263K<0.01%013F-HRTimelineGroup
SCOTIA CAPITAL INC.5,484$262K<0.01%-1,23413F-HRTimeline
Sightline Wealth Advisors, LLC5,472$261K0.11%-25213F-HRTimeline
TBH Global Asset Management, LLC3,050$261K0.04%new13F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC5,415$259K<0.01%new13F-HRTimelineGroup
Sherman Wealth Management LLC5,396$258K0.22%13F-HR/ATimeline
Integrity Wealth Solutions LLC5,341$255K0.1%+6613F-HRTimeline
&PARTNERS5,290$252K<0.01%-67513F-HRTimeline
Financial Enhancement Group LLC5,246$252K0.03%-1,00013F-HRTimeline
McKinley Carter Wealth Services, Inc.5,224$249K0.01%-85413F-HRTimeline
FIDUCIARY FINANCIAL GROUP, LLC5,160$246K0.03%+13713F-HRTimeline
First Commonwealth Financial Corp /PA/in group First Commonwealth Financial …5,000$239K0.04%013F-HRTimelineGroup
Adams Wealth Management4,968$237K0.05%+67713F-HRTimeline
CacheTech Inc.4,968$237K0.04%+67713F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…4,874$233K<0.01%new13F-HRTimelineGroup
Atria Investments, Inc4,865$232K<0.01%+13313F-HRTimeline
Dynamic Advisor Solutions LLC4,864$232K0.01%-92213F-HRTimeline
Venturi Wealth Management, LLC4,788$228K0.01%+18413F-HRTimeline
NICOLET ADVISORY SERVICES, LLCin group NICOLET BANKSHARES INC4,690$227K0.02%-2,64913F-HRTimelineGroup